+143.3%
DELL vs AMRZ
-11.5%
+154.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.2% | -14.0% | -9.8% |
| 7D | -24.6% | +10.3% | -34.9% | -26.4% |
| 30D | -32.5% | +18.7% | -51.2% | -35.4% |
| 3M | -20.2% | -14.6% | -5.6% | -16.6% |
| 6M | +76.5% | -12.9% | +89.4% | +81.5% |
| YTD | +198.9% | -17.4% | +216.3% | +206.6% |
| 1Y | +143.3% | -12.3% | +155.6% | +142.9% |
| All | +143.3% | -11.5% | +154.8% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMRZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling